Integration

Connect YNAB to Slack

When something happens in YNAB, your agent does the next thing in Slack. Describe it in plain language and the automation is built, tested on every branch and kept running.

YNAB14 triggersYNAB4 actionsSlack17 triggersSlack60 actions

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What do you want YNAB and Slack to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with YNAB and Slack

Triggers and actions 31 triggers · 64 actions

Trigger
Category Overspent
Triggers when a category is overspent and has a negative balance.
Trigger
Goal Completed
Triggers when a goal is completed.
Trigger
Low Account Balance
Triggers when a Checking or Savings account balance drops below a certain amount during a month.
Trigger
Low Category Balance
Triggers when a category balance drops below a certain amount.
Trigger
New Account
Triggers when a new account is created.
Trigger
New Category
Triggers when a new category is created.
Trigger
New or Updated Account
Triggers when a new account is created or an existing account is updated.
Trigger
New or Updated Category
Triggers when a new category is created or an existing category is updated.
Trigger
New or Updated Scheduled Transaction
Triggers when a scheduled transaction is created or updated.
Trigger
New or Updated Transaction
Triggers when a transaction is created or updated.
Trigger
New Payee
Triggers when a new payee is created.
Trigger
New Transaction
Triggers when a new transaction is created.
Trigger
Spending in Account
Triggers when a new outflow transaction is created in an account.
Trigger
Spending in Category
Triggers when a new outflow transaction is assigned to a category.
Action
Budget to a Category
Budgets to a category in the current month.
Action
Create Transaction
Creates a new transaction.
Action
Get Current Budget Month
Returns the current month of the last-used budget, including Age of Money, income, budgeted, activity, and to-be-budgeted amounts.
Action
Get Current Month Summary
Returns the current budget month's summary, including age of money, income, budgeted, activity, and to-be-budgeted amounts.
Trigger
New Channel
Triggers when a new channel is created in the workspace.
Trigger
New Channel (instant)
Triggers when a new channel is created. Events API event: channel_created.
Trigger
New Channel Member
Triggers when a member joins a chosen channel. Events API event: member_joined_channel.
Trigger
New File
Duplicate of "New File (instant)" (webhook_demux, same file_created event). Hidden from catalog 2026-07-23.
Trigger
New File (instant)
Triggers when a new file is uploaded to the workspace. Events API event: file_created.
Trigger
New Mention
Duplicate of "New Mention (instant)" (webhook_demux, same app_mention event). Hidden from catalog 2026-07-23.
Trigger
New Mention (instant)
Triggers when a username or keyword is mentioned in a channel. Events API message events with keyword filter.
Trigger
New Message Posted to Channel
Triggers when a message is posted to a chosen channel. Events API event: message.channels.
Trigger
New Message Posted to Private Channel
Triggers when a message is posted to a chosen private channel or group DM. Events API events: message.groups, message.mpim.
Trigger
New Pinned Item
Triggers when an item is pinned in a channel.
Trigger
New Public Message Posted Anywhere
Triggers when a message is posted to any public channel. Events API event: message.channels.
Trigger
New Reaction Added
Triggers when an emoji reaction is added to a message. Events API event: reaction_added.
Trigger
New Saved Message
Triggers when a message or file is saved (starred). Events API event: star_added.
Trigger
New Team Custom Emoji
Triggers when a custom emoji is added to the workspace. Events API event: emoji_changed.
Trigger
New Thread Reply
Triggers when a new reply is added to a message thread.
Trigger
New User
Triggers when a new user joins the workspace. Polling; deduped by user id.
Trigger
New User (instant)
Triggers when a new user joins the workspace. Events API event: team_join.
Action
Add Bookmark
Add a bookmark to a channel.
Action
Add Reaction
Add an emoji reaction to a message.
Action
Add Star
Save a message or file by starring it.
Action
Archive Channel
Archive a channel.
Action
Complete Reminder
Mark a reminder as complete.
Action
Create Canvas
Create a standalone canvas document.
Action
Create Channel
Create a new public or private channel.
Action
Create Channel Canvas
Create a canvas attached to a channel.
Action
Create Reminder
Create a reminder for a user at a specified time.
Action
Delete Canvas
Delete a canvas.
Action
Delete File
Delete a file from the workspace.
Action
Delete Message
Delete a message from a channel by timestamp.
Action
Delete Reminder
Delete a reminder.
Action
Delete Scheduled Message
Cancel a scheduled message before it is sent.
Action
Edit Bookmark
Edit an existing channel bookmark.
Action
Edit Canvas
Edit the content of a canvas.
Action
Find Channel by Name
List channels filtered to locate a channel by name (client filters the returned list).
Action
Find User by Email
Look up a Slack user by their email address.
Action
Get Channel Messages
Fetch the message history of a channel.
Action
Get File Info
Get information about a file.
Action
Get Message Permalink
Get a permanent link to a specific message.
Action
Get Message Reactions
Get the emoji reactions on a message.
Action
Get Team Info
Get information about the workspace.
Action
Get Thread Replies
Get the replies in a message thread.
Action
Get User Info
Get profile information for a Slack user by ID.
Action
Get User Presence
Get a user's current presence status.
Action
Get User Profile
Get a user's profile fields.
Action
Invite User to Channel
Invite one or more users to a channel (comma-separated user IDs).
Action
Join Channel
Join a public channel.
Action
Leave Channel
Leave a channel.
Action
List Bookmarks
List the bookmarks in a channel.
Action
List Channel Members
List the members of a channel.
Action
List Channels
List channels in the workspace (public and private).
Action
List Custom Emojis
List the workspace's custom emojis.
Action
List Files
List files in the workspace, optionally filtered by channel or user.
Action
List Pinned Items
List the items pinned in a channel.
Action
List Scheduled Messages
List messages scheduled to be sent later.
Action
List User Groups
List the workspace's user groups.
Action
List Users
List all users in the workspace.
Action
List User's Channels
List the channels a user is a member of.
Action
Mark Channel Read
Set the read cursor position in a channel.
Action
Pin Message
Pin a message to a channel.
Action
Remove Bookmark
Remove a bookmark from a channel.
Action
Remove Reaction
Remove an emoji reaction from a message.
Action
Remove Star
Remove a star from a message or file.
Action
Remove User from Channel
Remove a member from a channel.
Action
Rename Channel
Rename a channel.
Action
Schedule Message
Schedule a message to be sent to a channel at a future Unix time.
Action
Search Files
Search files across the workspace.
Action
Search Messages
Search messages across the workspace.
Action
Send Direct Message
Open a DM with a user and post a message to it.
Action
Send Ephemeral Message
Send a message in a channel that is visible only to one user.
Action
Send Message
Post a message to a channel, private group, or DM.
Action
Set Channel Purpose
Set the purpose (description) for a channel.
Action
Set Channel Topic
Set the topic for a channel.
Action
Set User Presence
Set the authenticated user's presence status.
Action
Unarchive Channel
Restore an archived channel.
Action
Unpin Message
Remove a pinned message from a channel.
Action
Update Message
Update an existing message in a channel by timestamp.
Action
Upload File
Upload a file and share it to one or more channels.

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